There are scenarios where we might need to create settlement dynamically when a payment journal is created. As we are aware, SpecTrans is the table which is used for this requirement. This post gives an overview of the fields that are needed when this table is used for marking settlement.

As a first step, for our requirement a new payment journal is created with corresponding values. So how do we populate the values in SpecTrans which marks the settlement?This is where the fields SpecTransRecid/SpecTransTableId plays a role. These fields are mapped with the values of Tableid and RecId of the LedgerJournalTrans where the settlement is marked.

What is the use of the field RefRecid/RefTableId? In our scenario, the invoice and the actual settle amount are referred from the table CustTransOpen (from the relation CustTrans). So these fields have the values of TableId and RecId of CustTransOpen.

The field Balance01 denotes the amount that is being settled. If there is partial settlement , then this field has the value of settled amount.

Given below the code snippet which works independently when few of the input parameters are given.

The option of “Export to Excel” always appears by default on all the forms . Is there is a way to suppress this option. Yes. Here it is :

The property ” Export Allowed” in the form grid can be set to No. Thus the user will not be able to see the option of “Export to Excel”.

Another tip : Is it possible to change the text “Export to Excel” to other text value?? Yes. In the picture above, look at the other option “Export label”. By default, this label takes the value as “Export to Excel”. User can enter the label as per the requirement and the effect can be see on the form after a build.

Personalisations helps us to hide/unhide/add the fields which we need or do not need. In my previous blog , we saw on exporting limited fields with the help of personalisation.

In this blog, let us see to unhide the fields which we were hidden.

For instance, let us assume, the field “Orderer” has been hidden from the form “Vendor Invoice Entry”. This field will not be visible even after the form refresh or reload the form. Given below the steps on doing this.

Click on Personalise option again

On clicking this option, you will see this personalize table. Click the highlighted one. (this is the option to Unhide) .

As soon as you click this highlighted option, you will see all the hidden fields:

Then click on the field which you wanted to see. (In this case, click Orderer ). Then click Close in the personalize table. Now you will be able to see the field.

I had a strange issue when trying to Publish the changes from “Open in Excel”.

Publish button was not enabled. It was greyed out .

Just to brief about the set up:

I created a data entity with ReqItemTable as Primary data source and added the remaining datasources (InventDim/ReqItemGroup) to the data entity.

I mapped the needed fieds in AUTO REPORT.
Now I get the option “Open in Excel” in my form and I could export the fields succesfully.
But the button “Publish” is disabled .

What was the solution: Simple – One of field which was present in Entity key was missing in the AutoReport fields. On adding that, Publish button is enabled and I am able to proceed with updating the changes.